Brookstone Capital Management LLC
Firm details
- Headquarters
- Wheaton, Illinois
- CRD number
- 141413
- Registered since
- June 20, 2007
- Website
- www.brookstonecm.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals86.4%
- HNWI12.91%
- Corporations / Businesses0.69%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Brookstone Capital Management LLC is an independent registered investment adviser that has been SEC-registered since 2007. The firm serves a mix of individual and family clients as well as institutional relationships, offering financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars and workshops. Brookstone bills clients using a combination of percentage-of-AUM, hourly, and fixed-fee arrangements. Ownership is structured as a combination of a domestic entity and individual ownership, and the firm reports affiliations with other investment advisers, a law firm, and an insurance company. Brookstone identifies as an active ESG investor and has received industry recognition, including a Top RIA Firms mention in FA Magazine in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities55%
- Public Funds/Mutual Funds15%
- Investment Grade Corp Bonds10%
- Other8%
- US Government Bonds5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 893Active vs passive
$7.7B in ETFs
61%
$4.7B
33%
$3B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $270M | 1,250,746 | 3.51% |
Location
Wheaton, IL
Du Page
Location
Wheaton, IL
Headquartered in Wheaton, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Du Page
- Address
- 1745 S Naperville Rd
- Time zone
- CT (UTC-6)
- Office locations
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